See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,326 | $57,281-47.1% | $86,612-65.0% | $75,163-59.7% |
| Participation rate | 68.0% | 63.2%+4.8pp | 71.7%-3.7pp | 67.2%+0.8pp |
| Annual return | 21.03% | 2670.75%-2649.7pp | 591.07%-570.0pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,672 | $2,314-27.8% | $3,022-44.7% | $2,670-37.4% |
| Participant deferral / active EE | $3,782 | $3,318+14.0% | $4,438-14.8% | $4,125-8.3% |
| Admin fee / account holder | $661 | $4,112-83.9% | $5,614-88.2% | $5,651-88.3% |